Jefferies analyst Andrew Lyons backed Australian bank Westpac’s view that AI investments should be judged by client growth, deposit growth, loan growth, productivity and financial results rather than by narrow operational metrics. Lyons said focus should shift away from measures such as employee capacity created or number of manual processes eliminated; the material question is whether AI capability drives stronger growth, faster execution and better business outcomes.

2026-09-16

Jefferies analyst Andrew Lyons backed Australian bank Westpac’s view that AI investments should be judged by client growth, deposit growth, loan growth, productivity and financial results rather than by narrow operational metrics. Lyons said focus should shift away from measures such as employee capacity created or number of manual processes eliminated; the material question is whether AI capability drives stronger growth, faster execution and better business outcomes.

其他消息
2026-09-16

Anthropic CEO Dario Amodei and Salesforce CEO Marc Benioff said enterprise AI deployment remains nascent and requires more support to realize its full value. Speaking at Salesforce’s Dreamforce, Amodei estimated only about 5–10% of AI’s economic value is being captured, leaving significant upside for corporate investment. Benioff said firms show wide variation in AI uptake and need help accelerating digital transformation; Salesforce has integrated Anthropic’s Claude into its product suite. Nvid

2026-09-16

A U.S. House committee voted to recommend finding billionaire Leon Black in contempt of Congress for failing to comply with a subpoena in the Epstein investigation.